Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,558	Closed	-$207K	–	431
2024 Q3	$207K	Buy	+4,558	New	+$200K	﹤0.01%	421
2023 Q3	–	Sell	-5,724	Closed	-$222K	–	406
2023 Q2	$222K	Sell	5,724 -141	-2%	-$5.24K	0.01%	391
2023 Q1	$222K	Sell	5,865 -89	-1%	-$3.48K	0.01%	378
2022 Q4	$220K	Sell	5,954 -56	-0.9%	-$2.1K	0.01%	368
2022 Q3	$205K	Sell	6,010 -822	-12%	-$31.1K	0.01%	372
2022 Q2	$246K	Buy	+6,832	New	+$265K	0.01%	347
2020 Q1	–	Sell	-6,133	Closed	-$200K	–	305
2019 Q4	$200K	Buy	+6,133	New	+$191K	0.01%	285

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPSM Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 4,558 shares — an estimated $207K sold.

Forvis Mazars Wealth Advisors first reported a position in SPSM in Q4 2019 and held it in 7 quarters. The position peaked at $246K in Q2 2022. 928 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,558 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $207K.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $246K in Q2 2022.
928 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.